Evelyn Partners’s SPDR Gold Trust GLD Stock Holding History

Evelyn Partners’s Portfolio GLD Stock Details GLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$53.2M	Buy	+144,360	New	+$59.8M	0.11%	23

Other funds holding GLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Evelyn Partners's GLD Position: Q2 2026 in Review

Evelyn Partners opened a new position in SPDR Gold Trust (GLD) in Q2 2026: 144,360 shares worth $53.2M. The stake represents 0.11% of the portfolio and ranks #23 among its holdings.

2,911 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Evelyn Partners held 144,360 shares of SPDR Gold Trust worth $53.2M as of Q2 2026.
SPDR Gold Trust was a new Evelyn Partners position in Q2 2026.
SPDR Gold Trust made up 0.11% of Evelyn Partners's portfolio in Q2 2026, its #23 holding.
2,911 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.